Archive service management documents
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | Oct 2024 |
Business value
Service documents often change and evolve during their lifecycle. The archiving capability gives you control over your service data through audit trails and version control.
Feature details
Archiving capabilities for service management are similar to the functionality you might already be familiar with from the sales and purchase areas. You can set up documents to archive automatically, so that you don't need to think about it. With automatic archiving, Business Central creates a new version of the archived document when people do the following:
- Delete service quote or service order.
- Post a service order.
- Convert a service quote to an order.
We're also extending the functionality of contract filing, which serves a similar purpose of storing a version of a service contract or service contract quote. Now, filed service contracts and filed service contract quotes include more fields, such as Payment Method Code or Direct Debit Mandate ID, and also include the following related tables:
- Filed Contract/Service Discount
- Filed Contract Service Hour
- Filed Service Contract Comment Line
You're in full control of archiving. The following list shows the documents and options you can choose when you set up automatic archiving on the Service Management Setup page:
- Archive service quotes: Never (default), Questions, Always.
- Archive orders: Yes/No
- Delete Filed Contracts: Yes/No.
You can also use the Archive action to manually archive versions of service documents, such as service quotes and orders.
To keep the size of your database under control, archived service documents are added to a list of Retention policy tables.
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